Lumint Corporation
- Regulatory AUM
- $3.7B
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 5
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | Fewer than 5 clients | $2.8B | 77.2% |
| Other investment advisers | Fewer than 5 clients | $836M | 22.8% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dunegan, Alexander, Russell | Chief Executive Officer | Sep 2013 (13y) | 25% – 50% | |
| Green, David, Gerald | Head Of Business Development | Jun 2017 (9y) | 5% – 10% | |
| Carey, Peter, Francis | President And Cco | Sep 2019 (7y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Northern Trust Corporation | Shareholder | Jun 2018 | A | 10% – 25% |
| Firstar Capital Corporation | Shareholder | Mar 2021 | A | 5% – 10% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • PERCENTAGE OF CURRENCY EXPOSURES AND PROCESSING FEES
Services
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗